ASE’s growth momentum may come from new orders and long-term contracts with clients in FY21. 5G and Wi-Fi 6 may catalyze the upgrade of comm...
Bolstered by clients’ solid demand for advanced process, TSMC has revised up its FY21capex and FY20~25 revenue CAGR. We expect TSMC to b...
Nanya Technology (Nanya) continues to positively view the QoQ price hikes of DRAM in 1H21 due to the following: (a) suppliers currently have...
Panasonic Semiconductor business is forecasted to account for ~30% ofWinbond’s revenue in FY21. Excluding Panasonic Semiconductor busine...
